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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,343 | $60,504-33.3% | $81,882-50.7% | $74,478-45.8% |
| Participation rate | 50.4% | 62.9%-12.5pp | 72.4%-22.0pp | 67.2%-16.8pp |
| Annual return | 12.97% | 16.91%-3.9pp | 779.47%-766.5pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,916 | $3,400+44.6% | $4,323+13.7% | $4,350+13.0% |
| Admin fee / account holder | $2,792 | $1,492+87.1% | $7,360-62.1% | $1,946+43.5% |